Regional Marketing Associate / Internal Wholesaler (sales)
Job ID #: SUNJB151
Location: CA-Woodland Hills
Functional Area: Sales
Company Name: SunAmerica Retirement Markets
Employment Type: Not Indicated
Education Preferred: Bachelors
Experience Required: 1-2 years
Relocation Provided: No


Position Description
This is an excellent position for someone looking for a career in financial sales. The internal wholesaler will work with external wholesaler(s) as a business development resource to financial planners and advisors for SunAmerica variable annuity products.

The internal wholesaler will be primarily responsible for gathering and utilizing marketing intelligence to increase sales for a specific territory(ies). Together with the external wholesaler(s) this position is responsible for developing new and maintaining existing business relationships. Business relationships are forged via proactively contacting financial advisors and providing sales support by responding to advisors calls regarding our products. Proactive outbound calls to financial advisors will account for 85%-95% of the daily activity, these activities include, but are not limited to:
• Calling on the corporate call focus and message
• Product positioning for the financial advisors clients
• Uncovering the needs of the advisor and how SunAmerica’s product will fit that need
• Educating advisors on the SunAmerica variable annuity product

The remaining 5%-15% of daily activity will include, but not be limited to:
• Responding to calls and questions about SunAmerica’s variable annuity
• Addressing and working through hindrances to the business development process
• Corresponding via email to advisors, external wholesalers, and other internal departments
• Creating and sending case specific illustrations SunAmerica’s variable annuity
• Sending marketing material

The selected candidate should be a goal oriented, self directed individual who is constantly striving to exceed expectations with an enthusiastic sales attitude. The candidate should also be motivated by achieving set goals and increasing sales within a designated territory.

Key performance objectives for the Internal Wholesaler:
1. Maximize territory performance
2. Development and implement a territory plan
3. Become a recognized product line and industry expert
4. Establish a professional outbound calling process
5. Improve call quality by providing real time solutions on each call
6. Develop deep on-going relationships with each account
7. Handle inbound call professionally and accurately
8. Manage and organize a high volume of activity

Position Requirements
• Bachelor’s Degree or work equivalent with an emphasis on marketing/business preferred
• Two years of sales/marketing experience preferred
• One year financial services or investment management experience preferred
• FINRA Series 6 & 63 required (can be obtained after hire)
• California DOI Life and Health and Variable Contract License required (can be obtained after hire)
• Top notch phone etiquette and excellent interpersonal communication skills both verbal and written required.

About Us
Retirement Services serves more than five million customers with retirement savings products and services through its vast distribution network of registered representatives, independent broker-dealers, national and regional securities firms, banks and insurance agencies.

The six major businesses that comprise Retirement Services include:

Advisor Group, Inc., one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance.

SunAmerica Affordable Housing Partners, Inc. (SAAHP), one of the nation's leading investors in low-income housing tax credit transactions and the fifth largest apartment investor in the nation.

SunAmerica Asset Management Corp., a mutual fund and asset management business.

SunAmerica Retirement Markets, Inc., specializing in marketing and distributing retirement savings products through an extensive national network of registered representatives at independent broker-dealers, securities firms and banks.

VALIC, who, for more than half a century, has served as a leading plan provider for K-12 schools and school districts, as well as for higher education and healthcare institutions.

Western National Life Insurance Company, the largest issuer of fixed annuities in the United States and the leading provider of annuities sold through financial institutions.

Equal Opportunity Employer.